Setting up B2B Customer Accounts

Overview

Cartly's B2B module lets you create company accounts with multiple locations, invite buyers with role-based access, and connect enterprise identity providers via SSO.

Enable B2B for your shop

Go to Admin → Settings → B2B and toggle "Enable B2B accounts".

Create a company

1. Go to Admin → B2B → Companies and click "Add company".
2. Fill in company name, Tax ID (optional), credit limit, and payment terms.
3. Save.

Add locations

Each company can have multiple locations (offices, warehouses). Set a budget limit per location and a budget period (monthly/quarterly/yearly). Budgets reset automatically.

Invite members

From the company page, click "Add member". Assign a role: Admin (full access), Buyer (can place orders), or Viewer (read-only).

Configure SSO

For enterprise clients, enable OIDC SSO so buyers log in via their corporate identity provider (Google Workspace, Azure AD, Okta). Go to the company page → SSO tab, paste the OIDC discovery URL and credentials. Members who log in via SSO are automatically linked to the company.

Passwordless login

Buyers can also log in via one-time code (email or SMS) or a magic link, without a password.